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Saddle Road Partners’s Pfizer PFE Stock Holding History

Saddle Road Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$178K Sell
5,789
-5,059
-47% -$154K 0.09% 101
2016
Q3 		$349K Hold
10,848
– – 0.2% 94
2016
Q2 		$362K Hold
10,848
– – 0.22% 93
2016
Q1 		$305K Hold
10,848
– – 0.19% 99
2015
Q4 		$332K Buy
+10,848
New +$341K 0.23% 99

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Saddle Road Partners's PFE Position: Q4 2016 in Review

Saddle Road Partners reduced its Pfizer (PFE) stake by 47% in Q4 2016, selling an estimated $154K and leaving 5,789 shares worth $178K. The position accounts for 0.09% of the portfolio, ranked #101.

Saddle Road Partners first reported a position in PFE in Q4 2015 and has held it in 5 quarters since. The position peaked at $362K in Q2 2016. 2,059 funds tracked by Wall St. Rank hold PFE as of Q4 2016.

  • Saddle Road Partners held 5,789 shares of Pfizer worth $178K as of Q4 2016.
  • Saddle Road Partners sold 5,059 Pfizer shares in Q4 2016, an estimated $154K.
  • Pfizer made up 0.09% of Saddle Road Partners's portfolio in Q4 2016, its #101 holding.
  • Saddle Road Partners first reported a position in Pfizer in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Pfizer position peaked at $362K in Q2 2016.
  • 2,059 funds tracked by Wall St. Rank held Pfizer as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.